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Wealth Management Director — Lead Elevate Portfolios
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-02-18
Listing for:
FAIRWINDS Credit Union
Full Time
position Listed on 2026-02-18
Job specializations:
-
Management
Portfolio Manager, Wealth Management -
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A renowned credit union in Orlando seeks an experienced Wealth Management Director to lead its growing division. This role involves directing sales, marketing, and compliance efforts to ensure exceptional service and portfolio growth. Candidates should have a Bachelor's degree, significant investment management experience, and a coaching-focused leadership style. The organization offers competitive benefits, including a 401(k) match, comprehensive insurance coverage, and opportunities for professional growth.
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